ZF
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Zhang Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Zhang Financial’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Buy
5,366
+205
+4% +$47.8K 0.04% 171
2026
Q1 		$1.1M Buy
5,161
+918
+22% +$201K 0.04% 178
2025
Q4 		$892K Buy
4,243
+164
+4% +$33.9K 0.03% 185
2025
Q3 		$831K Buy
4,079
+1,303
+47% +$259K 0.03% 185
2025
Q2 		$539K Sell
2,776
-37
-1% -$6.85K 0.02% 197
2025
Q1 		$529K Buy
2,813
+823
+41% +$157K 0.03% 202
2024
Q4 		$368K Sell
1,990
-70
-3% -$13.4K 0.02% 222
2024
Q3 		$391K Buy
2,060
+7
+0.3% +$1.27K 0.02% 212
2024
Q2 		$358K Sell
2,053
-85
-4% -$14.9K 0.03% 213
2024
Q1 		$383K Buy
2,138
+1
+0% +$169 0.03% 207
2023
Q4 		$353K Buy
2,137
+3
+0.1% +$463 0.03% 207
2023
Q3 		$324K Hold
2,134
– – 0.03% 197
2023
Q2 		$338K Buy
+2,134
New +$326K 0.03% 191

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Zhang Financial's IWD Position: Q2 2026 in Review

Zhang Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 4% in Q2 2026, buying an estimated $47.8K and bringing the position to 5,366 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #171.

Zhang Financial first reported a position in IWD in Q2 2023 and has held it in 13 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Zhang Financial held 5,366 shares of iShares Russell 1000 Value ETF worth $1.3M as of Q2 2026.
  • Zhang Financial bought 205 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $47.8K.
  • iShares Russell 1000 Value ETF made up 0.04% of Zhang Financial's portfolio in Q2 2026, its #171 holding.
  • Zhang Financial first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.